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First Trust Dorsey Wright Focus 5 ETF

313 hedge funds and large institutions have $2.39B invested in First Trust Dorsey Wright Focus 5 ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 104 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6% more capital invested

Capital invested by funds: $2.26B → $2.39B (+$128M)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

0.64% more ownership

Funds ownership: 64.69%65.33% (+0.64%)

0% more funds holding

Funds holding: 313313 (0)

18% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 127

Holders
313
Holders Change
Holders Change %
0%
% of All Funds
4.12%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
25
Increased
104
Reduced
127
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$369M -$772K -13,858 -0.2%
LPL Financial
2
LPL Financial
California
$262M -$2.62M -47,130 -1%
Wells Fargo
3
Wells Fargo
California
$233M -$9.72M -174,643 -4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$169M +$448K +8,043 +0.3%
Raymond James Financial
5
Raymond James Financial
Florida
$140M -$12.8M -229,025 -9%
Bank of America
6
Bank of America
North Carolina
$81.9M -$8.98M -161,210 -10%
UBS Group
7
UBS Group
Switzerland
$81.7M +$1.15M +20,640 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$70.7M +$9.75M +175,141 +17%
NA
9
NewEdge Advisors
Louisiana
$50M -$15.5M -278,741 -25%
PFS
10
Prospera Financial Services
Texas
$48.1M +$1.21M +21,728 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$47.7M +$1.21M +21,720 +3%
CIA
12
Concurrent Investment Advisors
Florida
$34.2M +$124K +2,236 +0.4%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$32.1M +$668K +11,994 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$31.2M +$618K +11,095 +2%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$28.9M -$493K -8,864 -2%
SWMG
16
Sard Wealth Management Group
Georgia
$27.3M +$279K +5,011 +1%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$26.8M -$411K -7,377 -2%
DADC
18
D.A. Davidson & Co
Montana
$25.3M -$445K -7,993 -2%
Stifel Financial
19
Stifel Financial
Missouri
$24.5M +$1.5M +26,971 +7%
MFS
20
Madrona Financial Services
Washington
$23.1M +$358K +6,433 +2%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$21.6M -$4.56M -81,849 -18%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$20.5M -$858K -15,407 -4%
PWS
23
Proactive Wealth Strategies
Georgia
$18.6M +$259K +4,655 +2%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$16.7M +$296K +5,322 +2%
SPIA
25
Steward Partners Investment Advisory
New York
$15.2M -$90.5K -1,626 -0.6%

FV Hedge Fund Activity: Q2 2025 in Review

313 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q2 2025, worth a combined $2.39B — up 5.7% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FV positions and 24 closed out — a net gain of 1 holder — while 104 added to existing stakes and 127 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $9.75M. The largest seller was NewEdge Advisors, cutting an estimated $15.5M.

  • 313 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $2.39B of First Trust Dorsey Wright Focus 5 ETF stock for Q2 2025, up 5.7% quarter-over-quarter.
  • 25 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q2 2025 and 24 closed out, a net change of +1 holder.
  • The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q2 2025 was Royal Bank of Canada, an estimated $9.75M added.
  • The largest First Trust Dorsey Wright Focus 5 ETF seller in Q2 2025 was NewEdge Advisors, an estimated $15.5M sold.

Based on aggregated 13F filings for Q2 2025.